FDCAX Rating, Research - Fidelity Capital Appreciation

Fidelity Capital Appreciation (fdcax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 120

Threats + Weaknesses = 95

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fdcax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Capital Appreciation (FDCAX) Description: FDCAX is a mutual fund, which is an investment that owns a basket of assets. The FDCAX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the large fund size classification. FDCAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FDCAXs expense ratio is roughly 1%. The latest FDCAXs front end load was 0% and the back end load was 0%. The Fidelity Capital Appreciation (FDCAX) mutual fund falls under the large-cap growth category. FDCAX focuses its investments in USA and FDCAX is not affiliated with a particular industry or fund sector. The Fidelity Capital Appreciation (FDCAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FDCAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FDCAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that provide and benefit significantly from technological advances and improvements. It normally invests primarily in U.S. and foreign equity securities (see equity research), including emerging-market equity securities (see equity research). The fund may also invest in derivatives or engage in short sales. It is non-diversified.

Management Analysis Update

Performance Analysis Update